Welcome to our Website!
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. Our Web site was created to help you gain a better understanding of the financial concepts behind insurance, investing, retirement planning, estate planning, and wealth preservation. Most important, we hope you see the value of our services to help you pursue your financial goals.
Under the Resources tab you will find a wealth of information in the Learning Center including: articles; newsletters; videos; flipbooks; tax library; and, calculators. We hope you will take advantage of these resources and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update the information, and wouldn’t want you to miss any developments in the area of personal finance.
Paul D. Mardoian, CFP®
Newsletters
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You’ve Received an Inheritance, Now What?
Receiving an inheritance might promote spending without planning, but it’s not wise to make hasty decisions. This article provides suggestions that could help manage an inheritance.
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REITs, Rates, and Income
This article provides an overview of REITs, including how they can offer a consistent income stream and why changing interest rates can affect REIT performance.
Calculators
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.